account_balance
Investment manager · 13F filer · SEC CIK 1624758
Capital Analysts, LLC
Reported value$4.61Bas of Sep 30, 2026
Positions1,722 231 new, 45 sold out
Top 10 weight30.0%SPYM alone is 8%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
8.1%Added +4%
IVViShares Tr
4.0%Added +11%
FBNDFidelity Merrimack STR Tr
3.5%Added +8%
IEFAiShares Tr
3.0%Added +6%
FESMFidelity Covington Trust
2.9%Added +248%
IEMGiShares Inc
1.8%
RWLInvesco Exch Traded Fd Tr II
1.7%Trimmed −11%
FMDEFidelity Covington Trust
1.7%Added +5%
JCPBJ P Morgan Exchange Traded F
1.7%Added +3%
DIVIFranklin Templeton ETF Tr
1.6%+6%
TDTFFlexshares Tr
1.6%Added +5%
PVALPutnam ETF Trust
1.5%+9%
SPYMSPDR Series Trust
8.1%Added +4%
IVViShares Tr
4.0%
FBNDFidelity Merrimack STR Tr
3.5%
IEFAiShares Tr
3.0%
FESMFidelity Covington Trust
2.9%+248%
IEMGiShares Inc
1.8%
RWL1.7%
FMDE1.7%
JCPB1.7%
DIVI1.6%
TDTF1.6%
PVAL1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 8.1% Added +4%
IVV iShares Tr 4.0% Added +11%
FBND Fidelity Merrimack STR Tr 3.5% Added +8%
IEFA iShares Tr 3.0% Added +6%
FESM Fidelity Covington Trust 2.9% Added +248%
IEMG iShares Inc 1.8% Held
RWL Invesco Exch Traded Fd Tr II 1.7% Trimmed −11%
FMDE Fidelity Covington Trust 1.7% Added +5%
JCPB J P Morgan Exchange Traded F 1.7% Added +3%
DIVI Franklin Templeton ETF Tr 1.6% Added +6%
TDTF Flexshares Tr 1.6% Added +5%
PVAL Putnam ETF Trust 1.5% Added +9%
What changed
Biggest moves since Jun 30, 2026
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